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AIM

Advantage Investment Management Portfolio holdings

AUM $128M
1-Year Est. Return 0.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,129
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.16M
3
+$3.6M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.45M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$3.28M

Top Sells

1
+$7.04M
2
+$4.15M
3
+$3.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.5M
5
IYH icon
iShares US Healthcare ETF
IYH
+$3.49M

Sector Composition

1 Financials 7.55%
2 Technology 4.5%
3 Communication Services 3.34%
4 Healthcare 3.08%
5 Consumer Staples 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-501
1002
$0 ﹤0.01%
8
1003
– –
-1,000
1004
– –
-133
1005
– –
-484
1006
– –
-79
1007
$0 ﹤0.01%
+45
1008
– –
-450
1009
– –
-631
1010
– –
-8,694
1011
– –
-12,572
1012
– –
-4,647
1013
– –
-280
1014
– –
-24
1015
$0 ﹤0.01%
1
1016
$0 ﹤0.01%
41
1017
– –
0
1018
– –
-29
1019
– –
-1,000
1020
– –
-42
1021
– –
-2,950
1022
– –
-209
1023
$0 ﹤0.01%
20
1024
– –
-600
1025
– –
-4,603
39 40
41
42 43